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Donald Matthewson

Ameriprise Financial Services, LLC
52 Years of Experience
Bishop, CA
1 DisclosureBroker
View SEC Summary
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Donald Matthewson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bishop, CA, with 52 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

686 W Line St, Bishop, CA, 93514

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1988
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - December 2018 · 15 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - December 2018 · 15 yrs 5 mos
Prudential Securities Incorporated
August 1998 - July 2003 · 4 yrs 11 mos
Prudential Securities IncorporatedBroker
July 1998 - July 2003 · 5 yrs
Everen Securities, INC.Broker
June 1992 - May 1998 · 5 yrs 11 mos
Prudential Securities IncorporatedBroker
March 1988 - June 1992 · 4 yrs 3 mos
Shearson Lehman Hutton INC.Broker
February 1988 - May 1988 · 3 mos
E. F. Hutton & Company INCBroker
March 1975 - February 1988 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
February 1974 - April 1975 · 1 yr 2 mos
Dupont Walston, IncorporatedBroker
October 1973 - March 1974 · 5 mos
State Registrations11 states
AZCACOFLMTNVORTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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